Companhia de Saneamento Basico do Estado de Sao Paulo. - ADR Stock News

SABESP is just beginning to unlock the benefits of privatization, with a bold R$70 billion investment plan through 2030 aimed at full sanitation coverage. Despite macro headwinds in Brazil, SBS ADRs have outperformed, buoyed by privatization momentum and significant operational upside. The stock still trades at an attractive EV/RAB of 1.22x, not fully reflecting future execution or asset base g...

In this period of extreme market turbulence, large-cap value stocks are outperforming large-cap growth stocks by nearly 8% YTD. This is a seismic shift in the style regime, as mega-cap growth has typically dominated performance. The Magnificent Seven are underperforming the S&P 500 on average -17.77% vs. -7.64% YTD. Value stocks have come into favor due to their defensive characteristics, haili...

I am upgrading my recommendation on Sabesp shares from hold to buy due to strong 4Q24 results, showing revenue and profit growth. Despite a lower EBIT due to redundancy provisions, Sabesp's operational efficiency post-privatization and healthy leverage position support a positive outlook. SBS stock is undervalued, trading at 5.4x EV/EBITDA versus a 5-year average of 6.56x, indicating a potentia...

Companhia de Saneamento Basico do Estado de Sao Paulo - SABESP (NYSE:SBS ) Q4 2024 Earnings Conference Call March 25, 2025 12:00 PM ET Company Participants Thiago Levy - Investor Relations Director Daniel Szlak - Chief Financial Officer and Investor Relations Officer Carlos Augusto Leone Piani - Chief Executive Officer Operator Good morning and welcome to SABESP Fourth Quarter of 2024 Earnings ...

Recommend holding Sabesp shares post-3Q24 results due to good trends, but valuation lacks safety margin amid Brazilian economic instability. Net revenues rose 9.6% y/y to $987 million, driven by tariff adjustments and privatization impacts on corporate accounting. Operating costs fell 3.1% y/y, with a strong EBITDA margin of 59.9%, and net income increased 43.7% y/y to $201 million.

Companhia de Saneamento Básico do Estado de São Paulo - SABESP (NYSE:SBS ) Q3 2024 Earnings Conference Call November 12, 2024 9:00 AM ET Company Participants Luiz Tiberio - IR Superintendent Carlos Piani - CEO Daniel Szlak - Financial Director, Investor Relations Conference Call Participants Luiz Tiberio Good morning, everyone. My name is Luiz Roberto Tiberio.